Job Description
Job Description
Veliz & Associates, P.A. – Coral Gables, FL
Do you enjoy connecting with people, guiding them through important decisions, and making them feel cared for every step of the way? Are you experienced in a law firm setting and looking for a client-facing role with room to grow?
Veliz & Associates, a boutique estate planning and probate firm in Coral Gables, FL, is hiring a Client Relations Specialist. In this role, you’ll be the first point of contact for potential clients, deliver a concierge-level experience, and support the firm’s growth through client relationship management and marketing initiatives.
This position is perfect for someone with prior law firm experience (such as a paralegal, intake, or client services role) who wants to move into a client relations position with long-term career potential.
Compensation
$70,000 – $80,000 annually, plus performance incentives
Compensation:
$70,000 - $80,000 yearly
Responsibilities:
- Serve as the first point of contact for potential estate planning and probate clients
- Provide a warm, professional, concierge-level experience during all interactions
- Guide prospective clients through initial consultations and assist with onboarding
- Maintain relationships with referral partners and past clients
- Support marketing efforts, including communications, events, referral outreach, and client development projects
- Keep accurate client records and provide monthly reports to the founding attorney
- Contribute to firm growth by strengthening client engagement and satisfaction
Qualifications:
- Minimum of two years’ experience in a law firm setting (intake, paralegal, client services, or administrative support)
- Fluent in Spanish (required)
- Strong interpersonal and communication skills with the ability to connect with diverse clients
- Reliable, adaptable, detail-oriented, and highly organized
- Familiarity with Microsoft Office (Outlook, Word, Excel) preferred
- Experience with Clio Manage and Clio Grow is a plus
- Background in estate planning, probate, or related practice areas is a plus
About Company
Why Join Us?
For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team.
Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged.
We provide mentorship, training, and career advancement.
If you’re ready to build on your career with a respected, client-focused firm, we’d love to have you on board.
What We Offer:
- Competitive salary commensurate with experience plus performance incentives.
- Strong potential for long-term career growth
- Autonomy in practice and a challenging work environment.
- Two weeks of paid vacation annually
- Paid legal holidays
- Health insurance
- Quarterly office luncheons
- Annual performance reviews with potential salary increases
- Continuing education and professional development opportunities.
We can't wait to meet you!